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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1426
Sound View Wealth Advisors Group
Georgia
$244K +$416 +2 +0.2%
TAM
1427
Titleist Asset Management
Texas
$243K -$39.8K -191 -16%
ST
1428
Smithfield Trust
Pennsylvania
$242K – – –
BIM
1429
Baldwin Investment Management
Pennsylvania
$242K -$1.04K -5 -0.5%
S
1430
Sachetta
Massachusetts
$241K -$96.8K -465 -31%
FA
1431
FDx Advisors
Illinois
$241K +$1.04K +5 +0.5%
DWM
1432
Drive Wealth Management
Utah
$240K -$68.1K -327 -24%
EI
1433
eCIO Inc
Wisconsin
$240K -$49.1K -236 -19%
AAS
1434
Ameritas Advisory Services
Nebraska
$239K -$29.4K -141 -12%
RBWA
1435
RFG - Bristol Wealth Advisors
Massachusetts
$238K +$208 +1 +0.1%
GWM
1436
GoalFusion Wealth Management
Texas
$238K +$208K +1,000 New
NIM
1437
Northeast Investment Management
Massachusetts
$236K – – –
KBFS
1438
Kohmann Bosshard Financial Services
Ohio
$236K – – –
KFA
1439
Krane Funds Advisors
New York
$236K +$207K +992 New
MC
1440
Mirabaud & Cie
Switzerland
$236K +$206K +991 New
PWAC
1441
Private Wealth Advisors (California)
California
$236K +$206K +990 New
SWM
1442
Silverlake Wealth Management
Vermont
$236K -$5.21K -25 -2%
B
1443
Bailard
California
$236K -$59.8K -287 -22%
SNBOSD
1444
Security National Bank of So Dak
Iowa
$235K -$3.54K -17 -2%
HR
1445
Howe & Rusling
New York
$234K +$205K +985 New
FCM
1446
Fourpath Capital Management
Oklahoma
$234K +$205K +985 New
JAG
1447
Journey Advisory Group
Kentucky
$234K +$205K +984 New
AWM
1448
Axxcess Wealth Management
California
$234K +$204K +982 New
EIG
1449
Ellenbecker Investment Group
Wisconsin
$233K -$6.46K -31 -3%
M
1450
MOTCO
Texas
$231K – – –
56 57
58
59 60